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PROGRESSIVE MARKETING DYNAMICS 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NamePROGRESSIVE MARKETING DYNAMICS 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

PROGRESSIVE MARKETING DYNAMICS 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PROGRESSIVE MARKETING DYNAMICS has sponsored the creation of one or more 401k plans.

Company Name:PROGRESSIVE MARKETING DYNAMICS
Employer identification number (EIN):352220266
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROGRESSIVE MARKETING DYNAMICS 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEE LEVINE2024-05-22
0012022-01-01DEE LEVINE2023-06-27
0012021-01-01DEENEEN LEVINE2022-03-30
0012020-01-01DEENEEN LEVINE2021-04-30
0012019-01-01DEE LEVINE2020-07-13
0012018-01-01DEE LEVINE2019-05-29
0012017-01-01DEE LEVINE2018-06-28
0012016-01-01DEE LEVINE2017-05-16
0012015-01-01DEENEEN LEVINE2016-05-17
0012014-01-01DEENEEN LEVINE2015-06-25
0012013-01-01DEE LEVINE2014-05-07
0012012-01-01PROGRESSIVE MARKETING DYNAMICS2013-05-22
0012011-01-01PROGRESSIVE MARKETING DYNAMICS2012-08-27
0012010-01-01PROGRESSIVE MARKETING DYNAMICS2012-08-27

Financial Data on PROGRESSIVE MARKETING DYNAMICS 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : PROGRESSIVE MARKETING DYNAMICS 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-090
Total liabilities as of the end of the plan year2025-07-090
Total liabilities as of the beginning of the plan year2025-07-090
Total expenses incurred by plan in this plan year2025-07-0911936
Net assets as of the end of the plan year2025-07-0977362
Total assets as of the beginning of the plan year2025-07-0972286
Value of plan covered by a fidelity bond2025-07-0920000
Participant contributions to plan in this plan year2025-07-098725
Value of participant loans at end of plan year2025-07-097581
Other expenses paid from plan in this plan year2025-07-090
Other contributions to plan in this plan year2025-07-090
Other income to plan in this plan year2025-07-098287
Plan net income in this plan year2025-07-095076
Net assets as of the end of the plan year2025-07-0977362
Net assets as of the beginning of the plan year2025-07-0972286
Employer contributions to plan in this plan year2025-07-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-09176
2024 : PROGRESSIVE MARKETING DYNAMICS 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-220
Total liabilities as of the end of the plan year2024-05-220
Total liabilities as of the beginning of the plan year2024-05-220
Total expenses incurred by plan in this plan year2024-05-2290
Net assets as of the end of the plan year2024-05-2272286
Total assets as of the beginning of the plan year2024-05-2254927
Value of plan covered by a fidelity bond2024-05-2220000
Participant contributions to plan in this plan year2024-05-229800
Value of participant loans at end of plan year2024-05-229443
Other expenses paid from plan in this plan year2024-05-220
Other contributions to plan in this plan year2024-05-220
Other income to plan in this plan year2024-05-227649
Plan net income in this plan year2024-05-2217359
Net assets as of the end of the plan year2024-05-2272286
Net assets as of the beginning of the plan year2024-05-2254927
Employer contributions to plan in this plan year2024-05-220
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2290
2022 : PROGRESSIVE MARKETING DYNAMICS 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-300
Total liabilities as of the end of the plan year2022-03-300
Total liabilities as of the beginning of the plan year2022-03-300
Total expenses incurred by plan in this plan year2022-03-3068
Net assets as of the end of the plan year2022-03-3051591
Total assets as of the beginning of the plan year2022-03-3045416
Value of plan covered by a fidelity bond2022-03-3020000
Participant contributions to plan in this plan year2022-03-301602
Other expenses paid from plan in this plan year2022-03-300
Other contributions to plan in this plan year2022-03-300
Other income to plan in this plan year2022-03-304641
Plan net income in this plan year2022-03-306175
Net assets as of the end of the plan year2022-03-3051591
Net assets as of the beginning of the plan year2022-03-3045416
Employer contributions to plan in this plan year2022-03-300
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-3068

Potentially related plans

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